ESOP · DOL Form 5500 · 2024

George Mcelroy & Associates, Inc. ESOP

Data updated 2026-08-25

$80K
Total assets Small plan by assets
15
Participants Small participant base
5th
Percentile by assets National rank
$5,364
Avg per participant Low balance/head
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Official DOL plan name: George Mcelroy & Assocates, Inc. ESOP · Sponsored by George Mcelroy & Associates, Inc. · Texas · Real Estate

$80K in assets, 15 participants

George Mcelroy & Associates, Inc.'s George Mcelroy & Assocates, Inc. ESOP reported $80K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 5th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #326 in Real Estate (4,605 peers)

What the 2024 filing shows

George Mcelroy & Assocates, Inc. ESOP holds $80K for 15 participants - about $5,364 per participant, among the smaller plans by assets on file.

#326
in Real Estate (4,605 peers)
+0.0%
assets growth YoY

George Mcelroy & Assocates, Inc. ESOP among the smaller filed plans by assets

George Mcelroy & Assocates, Inc. ESOP vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$80,454 5th percentile higher than 5% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

George Mcelroy & Assocates, Inc. ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George Mcelroy & Assocates, Inc. ESOP is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 752002658 · George Mcelroy & Associates, Inc. PY 2024 · ESOP

George Mcelroy & Assocates, Inc. ESOP · $80K · 15 · 5th

  • BOOK $80K
  • BOOK 15
  • BOOK 5th
  • BOOK ESOP
  • BOOK near Secure Investing Partners LLC ESOP Plan
  • BOOK ind #326

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Texas →

George Mcelroy & Assocates, Inc. ESOP in the asset neighbourhood

George Mcelroy & Assocates, Inc. ESOPGeorge Mcelroy & Assocates, …$80KSecure Investing Partners LLC ESOP PlanSecure Investing Partners LL…$81KDornerworks Employee Stock Ownership PlanDornerworks Employee Stock O…$80KCreative Solutions Group, Inc. Employee Stock Ownership PlanCreative Solutions Group, In…$80KK-Ter Imagineering, Inc. Employee Stock Ownership PlanK-Ter Imagineering, Inc. Emp…$81K
End-of-year total assets ($M) among George Mcelroy & Assocates, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$80K
Net Assets (End of Year)$80K
Employer EIN752002658
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (George Mcelroy & Associates, Inc.)

Sponsor-wide plan assets over time

All George Mcelroy & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80K 0% vs 2023
2024 filing year
$0.08M 20232024 $0.08M $0.08M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 15 $80K
2024 1 15 $80K

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

George Mcelroy & Assocates, Inc. ESOP vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants George Mcelroy & Assocates, Inc. ESOP, Total assets ($B): 0.000080454 · Participants: 15George Mcelroy & Assocates, Inc. ESOPSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
George Mcelroy & Assocates, Inc. ESOP vs. nearby ESOP plans in Texas, assets vs. participants

George Mcelroy & Assocates, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Secure Investing Partners LLC ESOP Plan in AZ ($81K); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did George Mcelroy & Assocates, Inc. ESOP assets move in 2024?
George Mcelroy & Assocates, Inc. ESOP held essentially flat - up 0.0% during 2024, from $80K to $80K.
How have George Mcelroy & Associates, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), George Mcelroy & Associates, Inc.'s sponsor-wide assets grew 0.0%, from $80K to $80K.
Where does George Mcelroy & Assocates, Inc. ESOP rank by assets among Form 5500 filers?
George Mcelroy & Assocates, Inc. ESOP ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to George Mcelroy & Assocates, Inc. ESOP?
Among ESOP plans in other states, the closest by assets is Secure Investing Partners LLC ESOP Plan in AZ ($81K, 20 participants).
Which ESOP plans cover a similar participant headcount to George Mcelroy & Assocates, Inc. ESOP?
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 participants, N/A in assets).